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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,207 | $107,941-89.6% | $91,994-87.8% | $152,909-92.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 13.65% | 89.28%-75.6pp | 69.04%-55.4pp | 345.46%-331.8pp |
| Employer contribution / active EE | $1,057 | $4,212-74.9% | $3,453-69.4% | $4,764-77.8% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,050 | $10,521-90.0% | $7,744-86.4% | $11,601-91.0% |